Report Templates - Livestock trading statement
allow quantities to be added direclty to the ledger and then to feed into reporting templates. manualy entered reporting data is fraught with danger and history is lost from year to year, which means we are replugging data every year...current "semi-automated" practice doesnt seem to fit with xero ethos
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Sam Jones
commented
Hi all, I've been waiting for fixes for this for a longtime, and like many of you I genuinely couldn't believe this still hadn't been sorted after all these years. So we went and built it ourselves.
It's called QSync. It connects to your Xero account and generates a GL report with a quantity column, exactly what everyone here has been asking for. It pulls your invoices, bills, bank transactions and manual journals with full line item detail including quantities, unit price, net, VAT and gross. Filters by date, account, contact, type and tracking categories. CSV export included.
It's live at qsyncreports.com and completely free to have a go, connects via your Xero login in about 60 seconds. No credit card, nothing to install.
It's still early days, very much a beta, so it's rough around the edges in places and I'm actively working on it. That said, the core report is working well and I'd love to get some real-world feedback from people who've actually needed this. Any comments, suggestions or bug reports would be really well received at this stage.
Feel free to drop me a line directly at sam@clearyields.com if you'd prefer to get in touch that way. -
Christy Prosper
commented
Need quantities please!
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Abel Tasman Accounting Ltd
commented
Can we please have the ability to access automatic feeds to dairy milk processors - I.e. Fonterra.
Can we also please have milk production trading reports that show production together with milk income received.Perhaps you could add an "Agriculture" add on that is optional add on for a fee?
Yes there are third party programs that do this but they are increasingly expensive and you pay for a lot of functionality that isn't necessary or used.
It would be far preferable to have the basics available in Xero.
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Ben Dyson
commented
Disappointing email today that adding a quantity column is not in the pipeline considering you keep fixing things that ain't broke. Theres a Toowoomba based company working on new full cloud ag product that handles quantities and fuel tax credits (hint: has **nix in the name) so may suit our clients better than Xero.
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Peejay Moody
commented
Hand-balled here from the other terminated product idea. No doubt they'll let this idea hang for 5 to 10 years and then terminate it too.
What I'd give to be able to report quantities on ledger reports, a basic functionality 101 fail. -
Jackie Watts
commented
Quantity columns are such a basic requirement. They should be standard in all accounting programmes. Like Paul, I have moved to this idea as you have decided to abolish the idea for standard reports. Is livestock reporting any different and are you just going to abolish it anyway. An idea that is already 3 years old is unlikely to progress - am I right?
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Paul Howlett
commented
I'm posting this here because you closed the comments on idea "Reports - Add quantity column to reports" as 'Not in Pipeline'
@Kelly Munro, what is the point of this Product Ideas forum if you basically ignore any suggestion that isn't already on your roadmap???
I'd tell you where to go, but that would just get my comment flagged and deleted...
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Naomi Dunne
commented
This is a basic function that MYOB did well 15+ years ago. Xero livestock is very clunky and there is a lot of room for errors as it is painfully a manual process.
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Celeste Chen
commented
WE NEED A LIVESTOCK TRADING STATMENT TEMPLATE!!!
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Babs Bright
commented
At present Xero is not user friendly for our farming clients
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Suzy Cooper
commented
I am surprised this isn't already a function available in Xero. Surely so many users would find this of a huge benefit!
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Brad Reynolds
commented
As a tax accountant preparing financials for farmers - this is a pretty basic report. If Xero wants to hold itself out as being useful to accountants, providing basic reports should be a part of the deal.
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Audrey Connelly
commented
Agree, we have clients with stud horses, and its just a nightmare, with stock numbers etc
Not small farm friendly at all, figured is not always suitable or cost effective for small guys -
Luke McLeay
commented
As a work around our office imports these numbers into a budget created just for the livestock schedule. The result being you can load that budget column into the reports and have other formulas driven from it. Not perfect but better than using manual data fields in the report.
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Denny Putra
commented
I agree
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Naomi Dunne
commented
Thank you Brendan - this has been a weakness that we noticed since we moved accross to Xero. The livestock schedule as a whole is weak.
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Gemma Woodham
commented
Our annual financial statements show the quantities of Milk Solids and Livestock, so we have to manually enter these.
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Gemma Woodham
commented
Enable the import of the quantity column into XPA for Milks Solids and Livestock